10 Stocks to Watch on July 1: Bharat Forge, HUL, Nykaa, BEL Among Key Movers
July-1, 2025: On Monday, the Indian markets snapped a four-day rally with the NSE Nifty 50 falling 121 points (0.47%) to 25,517, while the BSE Sensex shed 452 points (0.54%) to 83,606. Global sentiment, however, remains upbeat, and GIFT Nifty signals a positive start for July 1 trade.
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Announced a strategic restructuring of its defence business. Defence assets and obligations will be transferred to subsidiary Kalyani Strategic Systems Ltd. Also revised the acquisition cost of AAM India Manufacturing to ₹770 crore. The restructuring aims to enhance focus and clarity in its defence vertical.
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Chairman Nitin Paranjpe, at the company’s 92nd AGM, projected stronger growth in FY26. Introduced the new ‘Aspire’ framework to revamp its portfolio and expand into future core segments.
Set an ambitious 22–25% annual revenue growth target and aims for breakeven in its fashion segment by FY26. Analysts see long-term potential as discretionary spending in India rises.
Received a ₹1.32 crore income tax penalty related to FY16 expenses. The order from the Delhi IT department pertains to ₹3.95 crore in expenditures, which remain unspecified.
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Reliance Defence has partnered with US-based Coastal Mechanics to provide MRO and upgrade services for Indian armed forces. The joint venture targets the ₹20,000 crore defence MRO market with offerings for jets, helicopters, and air defence systems.
Signed an MoU with Coal India to explore opportunities in copper and critical minerals sectors. Though not legally binding, the partnership may open global collaborations in strategic mineral exploration.
Announced a 29% YoY increase in loan sanctions to ₹11,740 crore and a 31% rise in disbursements to ₹6,981 crore for Q1 FY26. The PSU remains focused on financing India’s renewable energy drive.
Secured new international T&D orders worth ₹989 crore. The contracts are in overseas power transmission and distribution markets, boosting KPIL’s global order book.
Bagged new orders worth ₹528 crore post-June 20. Contracts include supply of radars, jammers, EVMs, shelters, and control systems to defence clients.
Stocks to watch, July 1 stock picks, Bharat Forge defence restructuring, Nykaa revenue growth, IREDA loan update, BEL defence orders, Kalpataru international projects, HUL Aspire strategy, Reliance Defence MRO, Delhivery tax penalty, Hindustan Copper Coal India MoU
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